Senior Associate - Wealth Planning Specialist in Cincinnati

Job description

Job DescriptionJob Descriptionn

Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. 

nThe Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience.

nThis is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice.

nPS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal.

nHere are some examples of PS&R initiatives to demonstrate the range of our work: 

nnPrepare quarterly meeting materials that advisors in the Practice can adapt for client conversations

nDevelop wealth planning conventions and guidance for consistent use across the Practice

nDesign and refine the new client onboarding process

nImprove how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance

nLead the annual client survey process, including related client communications and internal updates

nCoordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.)

nWork closely with our Client Service Operations and Compliance teams to develop and integrate new steps into our processes to be compliant with new and ongoing regulations

n nWe are Aspiriant , a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. 

nnCollaborative work environment where together we achieve more

nEnvironment supportive of learning and growing your career

nContinuing education assistance program

n401(k) with company match

nBonus program

nCompany contribution up to 95% for health insurance

nHybrid work arrangement

n nHow you will contribute:

nAs part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following:

nDrive wealth planning innovation and insight

nnHelp monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice 

nContribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies

n nBuild tools, processes and intellectual capital

nnDesign and refine the frameworks, templates and other materials that advisors use to guide client conversations 

nStrengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice 

nBalance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice

n nEnable and help advisors across the Practice

nnDevelop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement

nServe as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm 

nPartner with Learning & Development to design and deliver training that strengthens both technical knowledge and relationship management capabilities

n nCollaborate across the firm to enhance the client experience

nnWork closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes 

nContribute to firm-wide initiatives that improve how we help clients through both everyday planning and complex life events 

n nCreate content and extend the firm’s voice

nnDevelop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable

nPartner with Marketing to ensure alignment with the firm’s brand and strategic priorities 

nRepresent the firm externally where appropriate, contributing to our reputation as a thoughtful leader in wealth planning

n nIs this you?

nAn ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service.

nWe seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction.

The attributes and talents that lead to success in the role are:

nKnowledge:

nnStrong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance 

nIntellectual curiosity and accountability, with a desire to deepen expertise and contribute meaningfully within a team environment

n nSkills:

nnExcellent listening and relationship management skills 

nStrong attention to detail and follow-through 

nEffective project management, with the ability to prioritize across multiple responsibilities

nCommitment to continuous growth and development of leadership capabilities 

n nAbilities:

nnClear and effective communication skills, both written and verbal, including presentations 

nAbility to collaborate across functions and build strong working relationships 

nProactive and adaptable, with a willingness to take ownership of a wide range of responsibilities 

nCapability to identify and improve processes to enhance client service and firm efficiency

nInnovative, goal-oriented mindset aligned with Aspiriant’s core values and culture 

n nExperience and Education:

nWe consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include:

nnBachelor’s degree, preferably in business, finance, economics, tax, or financial planning 

nCFP® designation required 

nThree or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients 

nExperience contributing to a wealth management committee within an RIA is strongly  

nProficiency with financial planning tools such as eMoney 

nDemonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring 

nStrong analytical capabilities and sound professional judgment 

nExcellent personal and professional references

n nPhysical Demands and Work Environment:

nPrimarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

nAspiriant is committed to , and belonging .

nA diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

nAs an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to , , , ancestry, , , , physical or mental , medical condition, veteran status, marital status, , , , genetic information, or any other factor that is not related to the position.

n nAspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

Worksite address

cincinnati, OH, 45208, US

Who can apply

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